+1,681.1%
PLTR vs RCL
+424.4%
+1,256.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.0% | +2.5% | +4.3% |
| 7D | -5.1% | +5.0% | -10.1% | -6.9% |
| 30D | -19.1% | +19.4% | -38.4% | -24.8% |
| 3M | -1.6% | +5.9% | -7.6% | -4.6% |
| 6M | +22.8% | +23.8% | -1.0% | +10.3% |
| YTD | -4.8% | +22.8% | -27.6% | -17.3% |
| 1Y | -4.9% | +34.3% | -39.2% | -21.0% |
| 3Y | +826.1% | +276.4% | +549.7% | +384.7% |
| 5Y | +597.7% | +281.6% | +316.2% | +229.5% |
| All | +1,681.1% | +424.4% | +1,256.6% | +714.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RCL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling